ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206,240 | -5.0% | 810 | -22.9% | 0.02% | -22.6% |
| Q3 2022 | $217,000 | -6.9% | 1,050 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $233,000 | -10.4% | 1,050 | 0.0% | 0.03% | -3.1% |
| Q1 2022 | $260,000 | -10.7% | 1,050 | +0.1% | 0.03% | -3.0% |
| Q4 2021 | $291,000 | +3.9% | 1,049 | -4.5% | 0.03% | -13.2% |
| Q3 2021 | $280,000 | -2.4% | 1,098 | 0.0% | 0.04% | -9.5% |
| Q2 2021 | $287,000 | +10.4% | 1,098 | +0.1% | 0.04% | 0.0% |
| Q1 2021 | $260,000 | +2.4% | 1,097 | 0.0% | 0.04% | -4.5% |
| Q4 2020 | $254,000 | +18.1% | 1,097 | 0.0% | 0.04% | +2.3% |
| Q3 2020 | $215,000 | +4.4% | 1,097 | +0.3% | 0.04% | +2.4% |
| Q4 2019 | $206,000 | -6.4% | 1,094 | -43.5% | 0.04% | -53.8% |
| Q3 2015 | $220,000 | -7.9% | 1,935 | +0.2% | 0.09% | -3.2% |
| Q2 2015 | $239,000 | +0.4% | 1,931 | -2.3% | 0.09% | +40.3% |
| Q1 2015 | $238,000 | +1.3% | 1,977 | +2.8% | 0.07% | -24.7% |
| Q4 2014 | $235,000 | +4.9% | 1,923 | +0.2% | 0.09% | +12.7% |
| Q3 2014 | $224,000 | -0.4% | 1,920 | +0.2% | 0.08% | -7.1% |
| Q2 2014 | $225,000 | +5.1% | 1,916 | +0.3% | 0.08% | 0.0% |
| Q1 2014 | $214,000 | -59.3% | 1,911 | -59.9% | 0.08% | -19.8% |
| Q4 2013 | $526,000 | +130.7% | 4,764 | +101.4% | 0.11% | +1.0% |
| Q2 2013 | $228,000 | – | 2,365 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,951 | $57,151,000 | 19.14% |
| Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
| Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
| AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
| SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
| Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
| Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
| PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
| Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
| Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |